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Ken Fisher’s DUK Holdings & Trades

First Buy
Q3 2013
Duration Held
45 Quarters
Largest Add
Q1 2022
+12,906 Shares
Current Position
8,136 Shares
$953,725 Value

Ken Fisher's DUK Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 8,136 shares of Duke Energy Corporation (DUK) worth $953,725, representing 0.00% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 45 quarters.

Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in DUK, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 12,906 shares. Largest reduction occurred in Q2 2022, reducing 13,770 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's Duke Energy Corporation (DUK) Holding Value Over Time

Track share changes against reported price movement

Quarterly Duke Energy Corporation (DUK) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +1,309 Add 19.17% 8,136 $117.22
Q3 2025 +1,125 Add 19.73% 6,827 $123.76
Q2 2025 -1,383 Reduce 19.52% 5,702 $118.00
Q1 2025 +1,768 Add 33.25% 7,085 $121.99
Q4 2024 +1,781 Add 50.37% 5,317 $107.75
Q3 2024 -2,110 Reduce 37.37% 3,536 $115.33
Q2 2024 +587 Add 11.60% 5,646 $100.24
Q1 2024 -5,578 Reduce 52.44% 5,059 $96.72
Q4 2023 +1,580 Add 17.45% 10,637 $97.05
Q3 2023 -2,288 Reduce 20.17% 9,057 $88.26
Q2 2023 +6,272 Add 123.63% 11,345 $89.74
Q1 2023 +238 Add 4.92% 5,073 $96.48
Q4 2022 -953 Reduce 16.47% 4,835 $103.00
Q3 2022 -789 Reduce 12.00% 5,788 $92.95
Q2 2022 -13,770 Reduce 67.68% 6,577 $107.19
Q1 2022 +12,906 Add 173.44% 20,347 $111.66
Q4 2021 -496 Reduce 6.25% 7,441 $104.96
Q3 2021 +925 Add 13.19% 7,937 $97.64
Q2 2021 +577 Add 8.97% 7,012 $98.69
Q1 2021 -928 Reduce 12.60% 6,435 $96.50
Q4 2020 -1,636 Reduce 18.18% 7,363 $91.54
Q3 2020 +4,427 Add 96.83% 8,999 $88.57
Q2 2020 -2,330 Reduce 33.76% 4,572 $79.83
Q1 2020 +903 Add 15.05% 6,902 $80.85
Q4 2019 +914 Add 17.97% 5,999 $91.18
Q3 2019 +746 Add 17.19% 5,085 $95.77
Q2 2019 -1,476 Reduce 25.38% 4,339 $88.27
Q1 2019 -834 Reduce 12.54% 5,815 $89.94
Q4 2018 +896 Add 15.57% 6,649 $86.33
Q3 2018 +1,294 Add 29.02% 5,753 $79.96
Q2 2018 -2,695 Reduce 37.67% 4,459 $79.17
Q1 2018 -2,657 Reduce 27.08% 7,154 $77.44
Q4 2017 +5,807 Add 145.03% 9,811 $84.09
Q3 2017 +4,004 New Buy 4,004 $83.92
Q1 2017 -5,200 Sold Out 0 $0.00
Q4 2016 +2,351 Add 82.52% 5,200 $77.69
Q3 2016 -2,140 Reduce 42.89% 2,849 $80.03
Q2 2016 +746 Add 17.58% 4,989 $85.99
Q1 2016 -971 Reduce 18.62% 4,243 $79.90
Q4 2015 +5,214 New Buy 5,214 $71.35
Q2 2015 -3,619 Sold Out 0 $0.00
Q1 2015 +496 Add 15.88% 3,619 $76.82
Q4 2014 +3,123 New Buy 3,123 $83.57
Q4 2013 -3,427 Sold Out 0 $0.00
Q3 2013 +3,427 New Buy 3,427 $66.82

Ken Fisher's Duke Energy Corporation Investment FAQs

Ken Fisher first purchased Duke Energy Corporation (DUK) in Q3 2013, acquiring 3,427 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held Duke Energy Corporation (DUK) for 45 quarters since Q3 2013.

Ken Fisher's largest addition to Duke Energy Corporation (DUK) was in Q1 2022, adding 20,347 shares worth $2.27 M.

According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 8,136 shares of Duke Energy Corporation (DUK), valued at approximately $953,725.

As of the Q4 2025 filing, Duke Energy Corporation (DUK) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in Duke Energy Corporation (DUK) was 20,347 shares, as reported at the end of Q1 2022.